Golden State Wealth Management, LLC
SANTA ANA CA · SEC CIK 0001776033
$9.15亿2026Q1 申报市值
1,609持仓数
30.9%前十大占比 · 第一大 7.2%
59 / 124新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
DYNF 加仓+$862.61万
SIVR 加仓+$858.58万
QQQM 加仓+$291.88万
JGRO 加仓+$291.85万
QGRW 加仓+$285.02万
2026Q1 卖出最多 按季末市值估算
SPY 减仓-$456.22万
DGRW 减仓-$415.27万
SPYM 减仓-$326.40万
SPYG 减仓-$265.83万
IQDG 减仓-$259.44万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| HUBB | HUBBELL INC | $13.50万 | 0.01% | 275 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY | $13.62万 | 0.01% | 1,715 | -108 | -5.9% | -$8,580 | 减仓 |
| EQT | EQT CORP | $13.63万 | 0.01% | 2,142 | -21 | -1.0% | -$1,336 | 减仓 |
| MPC | MARATHON PETROLEUM | $13.73万 | 0.02% | 562 | -17 | -2.9% | -$4,152 | 减仓 |
| SYSB | ISHARES SYSTEMATIC | $13.82万 | 0.02% | 1,553 | 1,553 | — | $13.82万 | 新建仓 |
| CRWV | COREWEAVE INC | $13.98万 | 0.02% | 1,805 | 1,052 | 139.7% | $8.15万 | 加仓 |
| B | BARRICK MINING | $14.04万 | 0.02% | 3,441 | 1,999 | 138.6% | $8.15万 | 加仓 |
| TGT | TARGET CORP | $14.10万 | 0.02% | 1,163 | 327 | 39.1% | $3.96万 | 加仓 |
| — | ELECTRONIC ARTS | $14.17万 | 0.02% | 695 | 0 | 0.0% | — | 不变 |
| INMU | ISHARES INTERMEDIATE | $14.34万 | 0.02% | 5,998 | 5,998 | — | $14.34万 | 新建仓 |
| SLYG | STATE STREET | $14.37万 | 0.02% | 1,486 | 228 | 18.1% | $2.20万 | 加仓 |
| WPM | WHEATON PRECIOUS | $14.41万 | 0.02% | 1,100 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODUCTS | $14.41万 | 0.02% | 3,808 | -3,280 | -46.3% | -$12.41万 | 减仓 |
| HDV | ISHARES CORE | $14.42万 | 0.02% | 1,062 | 56 | 5.6% | $7,604 | 加仓 |
| SUSA | ISHARES ESG | $14.54万 | 0.02% | 1,100 | -25 | -2.2% | -$3,305 | 减仓 |
| NLY | ANNALY CAPITAL | $14.61万 | 0.02% | 6,907 | 1,500 | 27.7% | $3.17万 | 加仓 |
| XSD | STATE STREET | $14.70万 | 0.02% | 450 | -12 | -2.6% | -$3,919 | 减仓 |
| SCZ | ISHARES MSCI | $14.80万 | 0.02% | 1,887 | -57 | -2.9% | -$4,471 | 减仓 |
| HSY | HERSHEY COMPANY | $14.82万 | 0.02% | 712 | -189 | -21.0% | -$3.93万 | 减仓 |
| INTC | INTEL CORP | $14.83万 | 0.02% | 3,359 | -880 | -20.8% | -$3.88万 | 减仓 |
| BMNR | BITMINE IMMERSION | $14.87万 | 0.02% | 7,518 | -750 | -9.1% | -$1.48万 | 减仓 |
| CMCSA | COMCAST CORP | $14.94万 | 0.02% | 5,202 | 1,182 | 29.4% | $3.39万 | 加仓 |
| CSX | CSX CORP | $14.95万 | 0.02% | 3,642 | 1 | 0.0% | $41 | 加仓 |
| BKNG | BOOKING HOLDINGS | $14.97万 | 0.02% | 35 | 0 | 0.0% | — | 不变 |
| AER | AERCAP HOLDINGS | $14.98万 | 0.02% | 1,092 | 3 | 0.3% | $412 | 加仓 |
| GEHC | GE HEALTHCARE | $15.11万 | 0.02% | 2,122 | 4 | 0.2% | $285 | 加仓 |
| MDLZ | MONDELEZ INTERNATIONAL | $15.11万 | 0.02% | 2,622 | -130 | -4.7% | -$7,493 | 减仓 |
| VIK | VIKING HOLDINGS | $15.32万 | 0.02% | 2,085 | 18 | 0.9% | $1,323 | 加仓 |
| CCL | CARNIVAL CORP | $15.52万 | 0.02% | 5,995 | 1,499 | 33.3% | $3.88万 | 加仓 |
| HYGH | ISHARES INTEREST | $15.60万 | 0.02% | 1,821 | -3,027 | -62.4% | -$25.93万 | 减仓 |
| LPLA | LPL FINANCIAL | $15.61万 | 0.02% | 519 | 0 | 0.0% | — | 不变 |
| FDL | FIRST TRUST | $15.75万 | 0.02% | 3,100 | -38,228 | -92.5% | -$194.20万 | 减仓 |
| IWB | ISHARES RUSSELL | $15.79万 | 0.02% | 442 | 322 | 268.3% | $11.50万 | 加仓 |
| ED | CONSOLIDATED EDISON | $15.81万 | 0.02% | 1,396 | 500 | 55.8% | $5.66万 | 加仓 |
| NEM | NEWMONT CORP | $16.14万 | 0.02% | 1,491 | 780 | 109.7% | $8.44万 | 加仓 |
| CB | CHUBB LTD | $16.20万 | 0.02% | 496 | -9 | -1.8% | -$2,939 | 减仓 |
| KKR | KKR & CO | $16.37万 | 0.02% | 1,770 | -1,902 | -51.8% | -$17.59万 | 减仓 |
| FSIG | FIRST TRUST | $16.37万 | 0.02% | 8,645 | -8,571 | -49.8% | -$16.23万 | 减仓 |
| IDMO | INVESCO S&P | $16.50万 | 0.02% | 3,008 | -1,407 | -31.9% | -$7.72万 | 减仓 |
| GILD | GILEAD SCIENCES | $16.94万 | 0.02% | 1,215 | 19 | 1.6% | $2,649 | 加仓 |
| SMH | VANECK SEMICONDUCTOR | $17.10万 | 0.02% | 446 | 70 | 18.6% | $2.68万 | 加仓 |
| VHT | VANGUARD HEALTH | $17.59万 | 0.02% | 646 | -85 | -11.6% | -$2.31万 | 减仓 |
| YYY | AMPLIFY CEF | $17.59万 | 0.02% | 15,950 | 56 | 0.4% | $618 | 加仓 |
| EW | EDWARDS LIFESCIENCES | $17.69万 | 0.02% | 2,209 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $17.73万 | 0.02% | 949 | 0 | 0.0% | — | 不变 |
| TCBK | TRICO BANCSHARES | $17.76万 | 0.02% | 3,735 | 21 | 0.6% | $998 | 加仓 |
| JSMD | JANUS DETROIT | $17.78万 | 0.02% | 2,240 | -885 | -28.3% | -$7.02万 | 减仓 |
| OIH | VANECK OIL | $18.21万 | 0.02% | 450 | -19 | -4.1% | -$7,687 | 减仓 |
| AZN | ASTRAZENECA PLC | $18.36万 | 0.02% | 931 | 931 | — | $18.36万 | 新建仓 |
| — | DIMENSIONAL US | $18.40万 | 0.02% | 4,734 | -5,549 | -54.0% | -$21.56万 | 减仓 |
| BMY | BRISTOL MYERS | $18.42万 | 0.02% | 3,036 | 9 | 0.3% | $546 | 加仓 |
| ICVT | ISHARES CONV | $18.82万 | 0.02% | 1,849 | 466 | 33.7% | $4.74万 | 加仓 |
| INTU | INTUIT INC | $18.84万 | 0.02% | 435 | 86 | 24.6% | $3.72万 | 加仓 |
| FDT | FIRST TRUST | $18.86万 | 0.02% | 2,170 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US | $18.95万 | 0.02% | 902 | -59 | -6.1% | -$1.24万 | 减仓 |
| COLB | COLUMBIA BANKING SYS INC | $19.25万 | 0.02% | 7,018 | 0 | 0.0% | — | 不变 |
| BFLY | BUTTERFLY NETWORK | $19.39万 | 0.02% | 48,000 | 0 | 0.0% | — | 不变 |
| MMM | 3M COMPANY | $20.06万 | 0.02% | 1,381 | -139 | -9.1% | -$2.02万 | 减仓 |
| ARKK | ARK INNOVATION | $20.07万 | 0.02% | 2,969 | -710 | -19.3% | -$4.80万 | 减仓 |
| BN | BROOKFIELD CORP | $20.09万 | 0.02% | 4,964 | 6 | 0.1% | $243 | 加仓 |
| AVAV | AEROVIRONMENT INC | $20.10万 | 0.02% | 1,098 | 438 | 66.4% | $8.02万 | 加仓 |
| ITW | ILLINOIS TOOL | $20.24万 | 0.02% | 777 | 3 | 0.4% | $782 | 加仓 |
| TEL | TE CONNECTIVITY | $20.32万 | 0.02% | 972 | 82 | 9.2% | $1.71万 | 加仓 |
| SPIP | STATE STREET | $20.65万 | 0.02% | 7,939 | 504 | 6.8% | $1.31万 | 加仓 |
| JSML | JANUS DETROIT | $20.66万 | 0.02% | 2,950 | -407 | -12.1% | -$2.85万 | 减仓 |
| T | AT&T INC | $20.69万 | 0.02% | 7,135 | 503 | 7.6% | $1.46万 | 加仓 |
| GDX | VANECK GOLD | $20.73万 | 0.02% | 2,258 | -75 | -3.2% | -$6,885 | 减仓 |
| TXN | TEXAS INSTRUMENTS | $20.77万 | 0.02% | 1,069 | 188 | 21.3% | $3.65万 | 加仓 |
| VV | VANGUARD LARGE | $20.96万 | 0.02% | 701 | -91 | -11.5% | -$2.72万 | 减仓 |
| JCI | JOHNSON CONTROLS | $21.29万 | 0.02% | 1,626 | 2 | 0.1% | $262 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES | $21.37万 | 0.02% | 619 | 66 | 11.9% | $2.28万 | 加仓 |
| APH | AMPHENOL CORP | $21.90万 | 0.02% | 1,733 | 141 | 8.9% | $1.78万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $22.50万 | 0.02% | 2,191 | 6 | 0.3% | $616 | 加仓 |
| BLK | BLACKROCK FDG | $22.72万 | 0.02% | 236 | -2 | -0.8% | -$1,926 | 减仓 |
| NDSN | NORDSON CORP | $22.80万 | 0.02% | 857 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP | $22.97万 | 0.03% | 120 | 0 | 0.0% | — | 不变 |
| CDL | VICTORYSHARES US | $23.17万 | 0.03% | 3,109 | -87 | -2.7% | -$6,484 | 减仓 |
| EAGG | ISHARES TR | $23.42万 | 0.03% | 4,925 | 257 | 5.5% | $1.22万 | 加仓 |
| IDEV | ISHARES CORE | $23.62万 | 0.03% | 2,826 | 0 | 0.0% | — | 不变 |
| HEFA | ISHARES CURRENCY | $23.64万 | 0.03% | 5,564 | -1,731 | -23.7% | -$7.36万 | 减仓 |
| C | CITIGROUP INC | $23.71万 | 0.03% | 2,090 | 59 | 2.9% | $6,694 | 加仓 |
| DRI | DARDEN RESTAURANTS | $23.81万 | 0.03% | 1,214 | 95 | 8.5% | $1.86万 | 加仓 |
| FTCB | FIRST TRUST | $24.07万 | 0.03% | 11,484 | -13,932 | -54.8% | -$29.20万 | 减仓 |
| FCX | FREEPORT MCMORAN | $24.30万 | 0.03% | 4,134 | 259 | 6.7% | $1.52万 | 加仓 |
| SCHX | SCHWAB US | $24.41万 | 0.03% | 9,521 | -68 | -0.7% | -$1,744 | 减仓 |
| VLO | VALERO ENERGY | $24.44万 | 0.03% | 989 | 696 | 237.5% | $17.20万 | 加仓 |
| URA | GLOBAL X | $24.47万 | 0.03% | 5,053 | 59 | 1.2% | $2,858 | 加仓 |
| BUFD | FIRST TRUST | $24.96万 | 0.03% | 8,915 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD SMALL | $25.00万 | 0.03% | 827 | -86 | -9.4% | -$2.60万 | 减仓 |
| VBR | VANGUARD SMALL | $25.01万 | 0.03% | 1,151 | -147 | -11.3% | -$3.19万 | 减仓 |
| MDT | MEDTRONIC PLC | $25.16万 | 0.03% | 2,903 | 1,994 | 219.4% | $17.28万 | 加仓 |
| WM | WASTE MANAGEMENT | $25.45万 | 0.03% | 1,107 | 78 | 7.6% | $1.79万 | 加仓 |
| EIX | EDISON INTL | $25.61万 | 0.03% | 3,499 | 3,112 | 804.1% | $22.78万 | 加仓 |
| NOBL | PROSHARES S&P | $25.69万 | 0.03% | 2,423 | 0 | 0.0% | — | 不变 |
| NUMG | NUSHARES ETF TR | $25.77万 | 0.03% | 6,272 | 8 | 0.1% | $329 | 加仓 |
| LCTU | BLACKROCK ETF TRUST | $25.86万 | 0.03% | 3,687 | 148 | 4.2% | $1.04万 | 加仓 |
| GS | GOLDMAN SACHS | $25.86万 | 0.03% | 305 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL | $26.12万 | 0.03% | 798 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES AEROSPACE | $26.13万 | 0.03% | 1,194 | 703 | 143.2% | $15.38万 | 加仓 |
| LITE | LUMENTUM HOLDINGS | $26.14万 | 0.03% | 372 | 106 | 39.8% | $7.45万 | 加仓 |